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Index

Date BitCoin SPX Index NDX Index DJI Index MXUS Index B400 Index BitCoin SPX Index NDX Index DJI Index MXUS Index B400 Index BitCoin SPX Index NDX Index DJI Index MXUS Index B400 Index Assumptions
1/1/18 9962.31 2823.81 6949.99 26149.39 2687.94 739.99 BitCoin 1 BitCoin 50%
2/1/18 10538.02 2713.83 6854.42 25029.2 2583.87 709.91 0.057788806 -0.0389473796 -0.0137510989 -0.042838093 -0.0387173821 -0.040649198 SPX Index 0.3896669986 1 MXUS Index 50%
3/1/18 6852.51 2640.87 6581.13 24103.11 2516.93 711.59 -0.3497345801 -0.0268845138 -0.0398706236 -0.0370003836 -0.0259068761 0.0023664972 NDX Index 0.3838959937 0.9302275156 1
4/1/18 9272.7 2648.05 6605.57 24163.15 2524.28 708.88 0.3531829943 0.002718801 0.003713648 0.0024909649 0.0029202242 -0.0038083728 DJI Index 0.3410567326 0.9510870702 0.8026174445 1
5/1/18 7538.28 2705.27 6967.73 24415.84 2579.76 737.6 -0.1870458443 0.0216083533 0.0548264571 0.0104576597 0.0219785444 0.0405146146 MXUS Index 0.3945837553 0.99918901 0.9362938879 0.9462399966 1 Results
6/1/18 5899.64 2718.37 7040.8 24271.41 2593.87 738.39 -0.217375847 0.0048424002 0.0104869161 -0.0059154221 0.005469501 0.0010710412 B400 Index 0.3455253228 0.9306878949 0.8224159379 0.8996357538 0.931951708 1 Annualized Arithmetic Mean Return 52.30% 10.61%
7/1/18 7689.43 2816.29 7231.98 25415.19 2683.96 752.9 0.3033727482 0.0360215865 0.0271531644 0.0471245799 0.0347318871 0.019650862 Annualized Variance 0.5805 0.0337
8/1/18 7044.6 2901.52 7654.55 25964.82 2766.77 785 -0.0838592718 0.0302632186 0.0584307479 0.0216260433 0.030853664 0.0426351441 BitCoin SPX Index NDX Index DJI Index MXUS Index B400 Index Annualized Standard Deviation 76.19% 18.36%
9/1/18 6561.3 2913.98 7627.65 26458.31 2775.55 767.31 -0.0686057406 0.0042943009 -0.0035142497 0.0190061013 0.0031733755 -0.0225350318 Annualized Covariance 0.054
10/1/18 6302.4 2711.74 6967.1 25115.76 2579.96 683.03 -0.0394586439 -0.069403359 -0.0865994114 -0.050742092 -0.0704689161 -0.1098382662 Mean 0.043583397 0.0087605438 0.0144285226 0.0064679488 0.0088395581 0.0072275258 Correlation 0.39
11/1/18 3930.38 2760.17 6949.01 25538.46 2623.85 687.81 -0.3763677329 0.0178593818 -0.0025964892 0.01683007 0.0170118917 0.0069982285 Standard Error 0.0261021439 0.0061911937 0.0073639396 0.0061089775 0.0062901057 0.0074960255
12/1/18 3674.18 2506.85 6329.96 23327.46 2383.55 609.71 -0.0651845369 -0.0917769558 -0.0890846322 -0.0865753064 -0.0915829792 -0.1135487998 Median 0.0085540396 0.0179242878 0.0231649259 0.0125486523 0.0170118917 0.0103681635
1/1/19 3417.04 2704.1 6906.84 24999.67 2576.16 675.52 -0.0699856839 0.0786844047 0.0911348571 0.0716841868 0.0808080384 0.10793656 Mode ERROR:#N/A ERROR:#N/A ERROR:#N/A ERROR:#N/A ERROR:#N/A ERROR:#N/A BitCoin RIPPLE Mean Return Variance Standard Deviation
2/1/19 3802.53 2784.49 7097.53 25916 2656.46 704.3 0.1128140145 0.0297289301 0.0276088631 0.0366536838 0.0311704242 0.042604216 Standard Deviation 0.2199405742 0.0521679258 0.0620496584 0.0514751593 0.0530013726 0.0631626338 Portfolio 1 0% 100% 10.61% 0.03370975 18.36%
3/1/19 4092.97 2834.4 7378.77 25928.68 2701.54 686.63 0.0763807255 0.0179242878 0.0396250527 0.000489273 0.0169699525 -0.0250887406 Sample Variance 0.0483738562 0.0027214925 0.0038501601 0.002649692 0.0028091455 0.0039895183 Portfolio 2 10% 90% 14.78% 0.04290522 20.71%
4/1/19 5237.87 2945.83 7781.46 26592.91 2806.7 715.2 0.2797235259 0.0393134349 0.0545741363 0.0256175787 0.0389259459 0.041609018 Kurtosis -0.276000047 -0.1327107487 -0.4362813559 0.4196047495 -0.0800923003 0.0436207122 Portfolio 3 20% 80% 18.95% 0.06220785 24.94%
5/1/19 8503.38 2752.06 7127.96 24815.04 2623.15 641.32 0.6234423535 -0.0657777265 -0.0839816692 -0.0668550377 -0.0653970855 -0.1032997763 Skewness 0.3162604915 -0.3522027832 -0.2599996928 -0.0793039038 -0.3243647141 -0.325646265 Portfolio 4 30% 70% 23.12% 0.09161763 30.27%
6/1/19 11392.98 2941.76 7671.08 26599.96 2803.32 691.49 0.3398178136 0.0689301832 0.0761957138 0.0719289592 0.0686845968 0.0782292771 Range 1.0341905915 0.2519634238 0.2856032702 0.2769455967 0.2586595082 0.3158159127 Portfolio 5 40% 60% 27.28% 0.13113456 36.21%
7/1/19 10026.61 2980.38 7848.78 26864.27 2843.24 696.13 -0.1199308697 0.0131281954 0.0231649259 0.0099364811 0.014240258 0.0067101477 Minimum -0.410748238 -0.1251193208 -0.1336854356 -0.1374375427 -0.1284412446 -0.170637696 Portfolio 6 50% 50% 31.45% 0.18075863 42.52%
8/1/19 9626.18 2926.46 7691 26403.28 2787.6 657.9 -0.0399367284 -0.0180916527 -0.0201024873 -0.0171599675 -0.0195692238 -0.0549179033 Maximum 0.6234423535 0.1268441029 0.1519178345 0.139508054 0.1302182636 0.1451782167 Portfolio 7 60% 40% 35.62% 0.24048986 49.04%
9/1/19 8240.9 2976.74 7749.45 26916.83 2832.91 677.62 -0.1439075521 0.0171811677 0.007599792 0.019450235 0.0162541254 0.0299741602 Sum 3.0944211848 0.621998608 1.0244251047 0.4592243682 0.6276086222 0.5131543318 Portfolio 8 70% 30% 39.79% 0.31032824 55.71%
10/1/19 9189.42 3037.56 8083.83 27046.23 2891.19 688.83 0.115099079 0.0204317475 0.0431488686 0.0048074012 0.0205724855 0.0165431953 Count 71 71 71 71 71 71 Portfolio 9 80% 20% 43.96% 0.39027377 62.47%
11/1/19 7710.34 3140.98 8403.69 28051.41 2993.5 714.94 -0.1609546631 0.0340470641 0.0395678781 0.0371652537 0.035386813 0.0379048532 BitCoin SPX Index NDX Index DJI Index MXUS Index B400 Index Portfolio 10 90% 10% 48.13% 0.48032645 69.31%
12/1/19 7158.27 3230.78 8733.07 28538.44 3076.49 732.23 -0.0716012523 0.0285898032 0.0391946871 0.0173620506 0.0277234007 0.0241838476 BitCoin 0.0476925342 Portfolio 11 100% 0% 52.30% 0.58048627 76.19%
1/1/20 9354.29 3225.52 8991.51 28256.03 3078.78 707.95 0.3067808283 -0.0016280898 0.0295932587 -0.0098957757 0.0007443548 -0.0331589801 SPX Index 0.0044080067 0.0026831616
2/1/20 8633.36 2954.22 8461.83 25409.36 2822.38 643.41 -0.0770694516 -0.084110469 -0.0589089041 -0.1007455754 -0.0832797407 -0.0911646303 NDX Index 0.0051653294 0.0029687378 0.0037959325
3/1/20 6481.37 2584.59 7813.5 21917.16 2459.87 533.62 -0.249264481 -0.1251193208 -0.0766181783 -0.1374375427 -0.1284412446 -0.170637696 DJI Index 0.0038068816 0.002518032 0.0025274663 0.0026123724
4/1/20 8826.56 2912.43 9000.51 24345.72 2780.19 611.09 0.3618355379 0.1268441029 0.1519178345 0.1108063271 0.1302182636 0.1451782167 MXUS Index 0.0045349381 0.0027238176 0.0030358366 0.0025452228 0.0027695801
5/1/20 9505.38 3044.31 9555.52 25383.11 2918.45 659.08 0.0769065185 0.045281775 0.0616642835 0.0426107751 0.0497304141 0.0785318038 B400 Index 0.0047324405 0.0030234832 0.0031778313 0.0028837946 0.0030759583 0.0039333279
6/1/20 9147.09 3100.29 10156.85 25812.88 2980.73 667.9 -0.0376933905 0.0183884033 0.0629301179 0.0169313374 0.0213400949 0.0133822905
7/1/20 11345.63 3271.12 10905.88 26428.32 3153.99 704.69 0.2403540361 0.055101297 0.0737462894 0.0238423609 0.0581267005 0.0550830963
8/1/20 11678.6 3500.31 12110.7 28430.05 3385.29 733.85 0.0293478635 0.0700646873 0.1104743496 0.0757418557 0.0733356796 0.0413798975
9/1/20 10706.95 3363 11418.06 27781.7 3254.94 713.08 -0.0831991848 -0.0392279541 -0.0571924001 -0.0228050953 -0.0385048253 -0.0283027867
10/1/20 13850.1 3269.96 11052.95 26501.6 3166.93 719.73 0.2935616585 -0.0276657746 -0.0319765354 -0.0460770939 -0.0270389009 0.0093257419
11/1/20 19378.61 3621.63 12268.32 29638.64 3527.53 802.7 0.399167515 0.1075456581 0.1099588798 0.118371721 0.1138642155 0.1152793409
12/1/20 28996.28 3756.07 12888.28 30606.48 3667.92 852.19 0.4963033984 0.0371214067 0.0505334064 0.0326546697 0.0397983858 0.0616544163
1/1/21 32601.26 3714.24 12925.38 29982.62 3630.3 866.2 0.1243256031 -0.0111366402 0.0028785843 -0.0203832652 -0.0102564941 0.0164399958
2/1/21 45248.24 3811.15 12909.44 30932.37 3719.93 913 0.3879291782 0.026091475 -0.0012332326 0.0316766847 0.0246894196 0.0540290926
3/1/21 58960.2 3972.89 13091.44 32981.55 3854.97 962.96 0.303038527 0.042438634 0.0140982103 0.0662471062 0.0363017584 0.054720701
4/1/21 56814.44 4181.17 13860.76 33874.85 4061.26 997.61 -0.0363933637 0.0524253126 0.0587651167 0.0270848399 0.0535127381 0.035982803
5/1/21 36690.89 4204.11 13686.51 34529.45 4074.95 1011 -0.3541978061 0.0054865026 -0.0125714607 0.0193240708 0.003370875 0.0134220788
6/1/21 34585 4297.5 14554.8 34502.51 4183.8 1013.68 -0.0573954461 0.0222139763 0.063441301 -0.0007802036 0.0267119842 0.0026508408
7/1/21 41540.22 4395.26 14959.9 34935.47 4278.63 1024.19 0.2011051034 0.0227481094 0.0278327425 0.0125486523 0.0226659974 0.0103681635
8/1/21 47008.53 4522.68 15582.51 35360.73 4399.11 1041.61 0.1316389273 0.0289903214 0.0416185937 0.0121727287 0.0281585461 0.0170085629
9/1/21 43436.35 4307.54 14689.62 33843.92 4186.85 1004.2 -0.0759900384 -0.0475691404 -0.0573007815 -0.0428953248 -0.0482506689 -0.0359155538
10/1/21 60975.98 4605.38 15850.47 35819.56 4475.12 1069.08 0.4038007337 0.0691438733 0.0790251892 0.0583750346 0.0688512844 0.0646086437
11/1/21 57138.67 4567 16135.92 34483.72 4424.07 1062.63 -0.0629315019 -0.0083337314 0.0180089297 -0.0372935904 -0.0114075153 -0.0060332248
12/1/21 46333.65 4766.18 16320.08 36338.3 4593.59 1106.26 -0.1891017064 0.043612875 0.0114130462 0.0537813206 0.0383176577 0.0410585058
1/1/22 38437.84 4515.55 14930.05 35131.86 4329.86 1016.83 -0.1704120008 -0.0525850891 -0.0851729893 -0.0332002323 -0.0574126119 -0.0808399472
2/1/22 41654.97 4373.94 14237.81 33892.6 4196.99 1014.9 0.0836969507 -0.0313605209 -0.0463655514 -0.0352745343 -0.0306869044 -0.0018980557
3/1/22 45767.58 4530.41 14838.49 34678.35 4338.85 1017.6 0.0987303556 0.0357732388 0.0421890726 0.0231835268 0.0338004141 0.0026603606
4/1/22 38334.7 4131.93 12854.8 32977.21 3942.29 943.84 -0.1624049163 -0.0879567191 -0.1336854356 -0.0490548137 -0.0913974901 -0.0724842767
5/1/22 31788.28 4132.15 12642.1 32990.12 3926.84 969.19 -0.1707700856 0.0000532439 -0.0165463484 0.0003914825 -0.003919042 0.0268583658
6/1/22 18731.3 3785.38 11503.72 30775.43 3596.34 861.18 -0.410748238 -0.0839199932 -0.0900467486 -0.0671319171 -0.0841643663 -0.1114435766
7/1/22 23807.28 4130.29 12947.97 32845.13 3927.71 959.29 0.2709891999 0.0911163476 0.125546345 0.0672517005 0.0921408988 0.1139250795
8/1/22 20196.67 3955 12272.03 31510.43 3767.45 922.08 -0.1516599124 -0.0424401192 -0.0522043224 -0.0406361613 -0.0408024014 -0.0387891044
9/1/22 19425.13 3585.62 10971.22 28725.51 3413.25 836.84 -0.0382013471 -0.0933957016 -0.1059979482 -0.0883808948 -0.0940158463 -0.092443172
10/1/22 20405.66 3871.98 11405.57 32732.95 3680.53 930.9 0.0504773971 0.0798634546 0.0395899453 0.139508054 0.0783065993 0.1123990249
11/1/22 17104.5 4080.11 12030.06 34589.77 3873.16 986.16 -0.1617766835 0.0537528603 0.0547530724 0.0567263262 0.0523375709 0.0593619078
12/1/22 16539.5 3839.5 10939.76 33147.25 3640.19 920.39 -0.033032243 -0.0589714493 -0.0906313019 -0.0417036598 -0.0601498518 -0.0666930316
1/1/23 22950.56 4076.6 12101.93 34086.04 3875.93 998.38 0.3876211494 0.0617528324 0.106233592 0.0283218065 0.0647603559 0.0847358185
2/1/23 23146.88 3970.15 12042.12 32656.7 3776.88 981.75 0.0085540396 -0.0261124466 -0.0049421869 -0.0419332959 -0.0255551571 -0.0166569843
3/1/23 28395.3 4109.31 13181.35 33274.15 3904.8 937.47 0.226744166 0.0350515724 0.0946037741 0.0189072993 0.0338692254 -0.0451031322
4/1/23 29347.96 4169.48 13245.99 34098.16 3950.69 917.44 0.0335499185 0.0146423609 0.0049038983 0.024764269 0.0117522024 -0.021366017
5/1/23 27117.1 4179.83 14254.09 32908.27 3969.21 895.36 -0.076014142 0.0024823239 0.0761060517 -0.0348960178 0.0046877887 -0.024066969
6/1/23 30390.91 4450.38 15179.21 34407.6 4228.59 980.2 0.1207286177 0.0647275128 0.0649020737 0.0455608879 0.0653480164 0.0947551823
7/1/23 29206.8 4588.96 15757 35559.53 4370.1 1036.97 -0.0389626372 0.031138914 0.0380645633 0.0334789407 0.0334650557 0.0579167517
8/1/23 26013.12 4507.66 15501.07 34721.91 4288.81 1004.27 -0.1093471383 -0.0177164325 -0.016242305 -0.0235554294 -0.018601405 -0.0315341813
9/1/23 27072.54 4288.05 14715.24 33507.5 4083.33 963.1 0.0407263719 -0.0487192912 -0.0506952101 -0.0349753225 -0.0479107258 -0.0409949516
10/1/23 34650.56 4193.8 14409.78 33052.87 3985.59 919 0.2799153681 -0.0219796877 -0.0207580712 -0.0135680072 -0.0239363461 -0.0457896376
11/1/23 37750.77 4567.8 15947.87 35950.89 4352.86 987.88 0.0894707041 0.0891792646 0.1067393118 0.0876783166 0.0921494685 0.0749510337
12/1/23 42507.9 4769.83 16825.93 37689.54 4552.01 1072.4 0.1260141184 0.0442291694 0.0550581363 0.0483618069 0.0457515289 0.0855569502

Efficient Frontier: Index

0.18360214049350876 0.20713576058549776 0.24941501706878597 0.30268404033260254 0.36212505562480757 0.4251571 8699914623 0.49039765650881695 0.55707112604065911 0.62471895083599949 0.69305587487994891 0.76189649820966265 0.10607469671247258 0.14776730340349178 0.18945991009451099 0.23115251678553017 0.27284512347654938 0.31453773016756859 0.35623033685858779 0.39792294354960694 0.43961555024062621 0.48130815693164536 0.52300076362266457

Standard Deviation

Mean Return

Cryptocurrency

Date BitCoin ETHERIUM LITECOIN RIPPLE BitCoin ETHERIUM LITECOIN RIPPLE BitCoin ETHERIUM LITECOIN RIPPLE Assumptions
1/1/18 9962.31 865.213 207.66 0.8996 BitCoin 1 0.131949158 0.157931842 0.139897847 BitCoin 60%
2/1/18 10538.02 385.035 117.115 0.4939 0.057788806 -0.5549824147 -0.4360252336 -0.4509782125 ETHERIUM 0.131949158 1 0.759330176 0.637575903 RIPPLE 40%
3/1/18 6852.51 671.695 149.805 0.8379 -0.3497345801 0.7445037464 0.2791273535 0.6964972667 LITECOIN 0.157931842 0.759330176 1 0.512662194
4/1/18 9272.7 580.225 119.11 0.6135 0.3531829943 -0.1361778784 -0.2048997029 -0.2678123881 RIPPLE 0.139897847 0.637575903 0.512662194 1
5/1/18 7538.28 413.17 74.06 0.4338 -0.1870458443 -0.2879141712 -0.3782218118 -0.2929095355 Results
6/1/18 5899.64 432.17 77.637 0.4317 -0.217375847 0.0459859138 0.0482986767 -0.0048409405 BitCoin ETHERIUM LITECOIN RIPPLE Annualized Arithmetic Mean Return 52.30% 62.85%
7/1/18 7689.43 283.24 62.113 0.3364 0.3033727482 -0.34460976 -0.1999562064 -0.220755154 Annualized Variance 0.5805 2.0542
8/1/18 7044.6 228.528 60.24 0.5664 -0.0838592718 -0.1931648072 -0.030154718 0.6837098692 Mean 0.043583397 0.053385894 0.014197729 0.052372281 Annualized Standard Deviation 76.19% 143.32%
9/1/18 6561.3 196.44 49.722 0.4506 -0.0686057406 -0.1404116782 -0.1746015936 -0.2044491525 Standard Error 0.026102144 0.03456934 0.029773536 0.049102321 Annualized Covariance 0.151
10/1/18 6302.4 111.488 31.43 0.3579 -0.0394586439 -0.4324577479 -0.3678854431 -0.2057256991 Median 0.00855404 0.041454129 0.007988613 -0.033808326 Correlation 0.14
11/1/18 3930.38 130.04 29.51 0.3458 -0.3763677329 0.1664035591 -0.0610881324 -0.0338083263 Mode ERROR:#N/A ERROR:#N/A ERROR:#N/A ERROR:#N/A
12/1/18 3674.18 105.753 31.2 0.3081 -0.0651845369 -0.1867656106 0.0572687225 -0.1090225564 Standard Deviation 0.219940574 0.291286437 0.250876277 0.413743514
1/1/19 3417.04 135.07 45.83 0.3124 -0.0699856839 0.27722145 0.4689102564 0.0139565076 Sample Variance 0.048373856 0.084847788 0.062938906 0.171183696 BitCoin RIPPLE Mean Return Variance Standard Deviation
2/1/19 3802.53 140.925 60.86 0.3086 0.1128140145 0.0433478937 0.3279511237 -0.0121638924 Kurtosis -0.276000047 0.120374066 -0.390857313 6.852744956 Portfolio 1 0% 100% 62.85% 2.05420435 143.32%
3/1/19 4092.97 156.46 72.26 0.3052 0.0763807255 0.1102359411 0.1873151495 -0.0110174984 Skewness 0.316260491 0.511809711 0.4478078 2.255594552 Portfolio 2 10% 90% 61.79% 1.69682111 130.26%
4/1/19 5237.87 261.847 111.128 0.4329 0.2797235259 0.6735715199 0.5378909493 0.4184141547 Range 1.034190592 1.309169237 1.082784773 2.444659407 Portfolio 3 20% 80% 60.74% 1.38610707 117.73%
5/1/19 8503.38 303.58 130.265 0.4045 0.6234423535 0.1593793322 0.1722068246 -0.0656040656 Minimum -0.410748238 -0.554982415 -0.436025234 -0.652771345 Portfolio 4 30% 70% 59.68% 1.12206224 105.93%
6/1/19 11392.98 215.38 98.35 0.3176 0.3398178136 -0.2905329732 -0.2450005757 -0.2148331273 Maximum 0.623442353 0.754186822 0.64675954 1.791888062 Portfolio 5 40% 60% 58.63% 0.90468662 95.12%
7/1/19 10026.61 169.122 65.246 0.2543 -0.1199308697 -0.214773888 -0.3365937977 -0.1993073048 Sum 3.094421185 3.790398475 1.008038777 3.718431927 Portfolio 6 50% 50% 57.57% 0.73398021 85.67%
8/1/19 9626.18 177.09 55.471 0.2534 -0.0399367284 0.0471139178 -0.1498176133 -0.003539127 Count 71 71 71 71 Portfolio 7 60% 40% 56.52% 0.60994301 78.10%
9/1/19 8240.9 181.46 58.375 0.295 -0.1439075521 0.0246767181 0.0523516793 0.1641673244 Portfolio 8 70% 30% 55.46% 0.53257501 72.98%
10/1/19 9189.42 152.983 48.649 0.2289 0.115099079 -0.1569326573 -0.1666124197 -0.2240677966 Portfolio 9 80% 20% 54.41% 0.50187622 70.84%
11/1/19 7710.34 128.415 41.275 0.1906 -0.1609546631 -0.1605930071 -0.151575572 -0.1673219747 BitCoin ETHERIUM LITECOIN RIPPLE Portfolio 10 90% 10% 53.35% 0.51784664 71.96%
12/1/19 7158.27 180.62 67.97 0.2389 -0.0716012523 0.4065335047 0.6467595397 0.2534102833 BitCoin 0.047692534 Portfolio 11 100% 0% 52.30% 0.58048627 76.19%
1/1/20 9354.29 223.835 58.73 0.234 0.3067808283 0.2392592182 -0.1359423275 -0.0205106739 ETHERIUM 0.008334354 0.083652749
2/1/20 8633.36 134.745 39.25 0.1778 -0.0770694516 -0.398016396 -0.3316873829 -0.2401709402 LITECOIN 0.008591606 0.054707921 0.062052443
3/1/20 6481.37 211.745 47.105 0.2147 -0.249264481 0.5714497755 0.2001273885 0.2075365579 RIPPLE 0.012551259 0.075757049 0.052464046 0.168772658
4/1/20 8826.56 235.485 46.52 0.2081 0.3618355379 0.1121159886 -0.0124190638 -0.0307405682
5/1/20 9505.38 225.688 41.16 0.1759 0.0769065185 -0.0416034992 -0.1152192605 -0.1547333013
6/1/20 9147.09 345.61 58.38 0.2544 -0.0376933905 0.5313618801 0.4183673469 0.4462762933
7/1/20 11345.63 432.6 60.92 0.2803 0.2403540361 0.2516998929 0.0435080507 0.1018081761
8/1/20 11678.6 356.745 45.898 0.2392 0.0293478635 -0.1753467406 -0.2465856861 -0.1466286122
9/1/20 10706.95 388.018 56.144 0.2405 -0.0831991848 0.0876620555 0.2232341278 0.0054347826
10/1/20 13850.1 605.46 86.613 0.6477 0.2935616585 0.5603915282 0.5426937874 1.6931392931
11/1/20 19378.61 739.045 124.108 0.2249 0.399167515 0.2206338982 0.432902682 -0.6527713448
12/1/20 28996.28 1296.423 127.785 0.4791 0.4963033984 0.7541868222 0.0296274213 1.1302801245
1/1/21 32601.26 1416.229 165.82 0.4188 0.1243256031 0.0924127387 0.2976483938 -0.1258609894
2/1/21 45248.24 1939.743 195.693 0.5646 0.3879291782 0.3696534953 0.1801531781 0.3481375358
3/1/21 58960.2 2763.262 266.505 1.5763 0.303038527 0.4245505719 0.3618524934 1.7918880623
4/1/21 56814.44 2599.585 182.27 0.9928 -0.0363933637 -0.059233254 -0.3160728692 -0.3701706528
5/1/21 36690.89 2237.883 142.26 0.6858 -0.3541978061 -0.1391383625 -0.2195095188 -0.3092264303
6/1/21 34585 2491.87 143.835 0.7496 -0.0573954461 0.1134943158 0.0110712779 0.0930300379
7/1/21 41540.22 3391.778 171.88 1.1825 0.2011051034 0.3611376195 0.1949803594 0.5775080043
8/1/21 47008.53 2972.48 151.243 0.9417 0.1316389273 -0.123621888 -0.1200663253 -0.2036363636
9/1/21 43436.35 4267.98 191.52 1.1025 -0.0759900384 0.4358313597 0.2663065398 0.1707550175
10/1/21 60975.98 4630.625 209.26 1.0002 0.4038007337 0.0849687674 0.0926274018 -0.0927891156
11/1/21 57138.67 3688.597 146.14 0.8284 -0.0629315019 -0.2034343096 -0.3016343305 -0.1717656469
12/1/21 46333.65 2680.98 109.155 0.6086 -0.1891017064 -0.2731708018 -0.2530792391 -0.2653307581
1/1/22 38437.84 2821.208 110.585 0.7675 -0.1704120008 0.0523047542 0.0131006367 0.2610910286
2/1/22 41654.97 3300.51 124.893 0.8167 0.0836969507 0.1698924716 0.1293846363 0.0641042345
3/1/22 45767.58 2790.335 99.313 0.6071 0.0987303556 -0.154574596 -0.2048153219 -0.256642586
4/1/22 38334.7 1951.664 68.38 0.4196 -0.1624049163 -0.3005628356 -0.3114697975 -0.3088453303
5/1/22 31788.28 1010.475 50.982 0.3168 -0.1707700856 -0.4822495061 -0.2544311202 -0.2449952336
6/1/22 18731.3 1720.934 62.178 0.3929 -0.410748238 0.7030940894 0.2196069201 0.2402146465
7/1/22 23807.28 1570.75 54.734 0.3308 0.2709891999 -0.08726889 -0.1197208016 -0.1580554849
8/1/22 20196.67 1331.725 53.431 0.4827 -0.1516599124 -0.152172529 -0.0238060438 0.4591898428
9/1/22 19425.13 1564.958 54.789 0.4566 -0.0382013471 0.1751360078 0.025415957 -0.0540708515
10/1/22 20405.66 1296.775 78.49 0.4102 0.0504773971 -0.1713675383 0.4325868331 -0.1016206746
11/1/22 17104.5 1199.371 70.166 0.342 -0.1617766835 -0.0751124906 -0.1060517263 -0.1662603608
12/1/22 16539.5 1577.458 93.28 0.4051 -0.033032243 0.3152377371 0.3294188068 0.184502924
1/1/23 22950.56 1605.83 93.555 0.3765 0.3876211494 0.0179858988 0.0029481132 -0.0705998519
2/1/23 23146.88 1817.72 89.591 0.5445 0.0085540396 0.1319504555 -0.0423707979 0.4462151394
3/1/23 28395.3 1893.072 88.557 0.4733 0.226744166 0.0414541293 -0.0115413379 -0.1307621671
4/1/23 29347.96 1865.85 89.66 0.5145 0.0335499185 -0.0143798017 0.0124552548 0.0870483837
5/1/23 27117.1 1927.01 107.279 0.4761 -0.076014142 0.0327786264 0.1965090341 -0.0746355685
6/1/23 30390.91 1853.212 91.993 0.7001 0.1207286177 -0.0382966357 -0.1424882782 0.470489393
7/1/23 29206.8 1649.222 63.84 0.509 -0.0389626372 -0.110073753 -0.3060341548 -0.2729610056
8/1/23 26013.12 1680.3 66.42 0.5175 -0.1093471383 0.0188440368 0.0404135338 0.0166994106
9/1/23 27072.54 1814.74 68.848 0.601 0.0407263719 0.0800095221 0.0365552544 0.161352657
10/1/23 34650.56 2046.06 69.398 0.6071 0.2799153681 0.1274672956 0.0079886126 0.0101497504
11/1/23 37750.77 2282.32 73.767 0.6191 0.0894707041 0.1154707096 0.0629557048 0.0197661011
12/1/23 42507.9 2277.595 66.604 0.5037 0.1260141184 -0.0020702618 -0.0971030407 -0.1863996123

Efficient Frontier: Cryptocurrency

1.4332495777079441 1.3026208609108025 1.1773304849191668 1.0592743942529717 0.95115015748303378 0.85672644992436175 0.78098848011990551 0.72977737038085799 0.70843222874174783 0.71961562189824646 0.76189649690755246 0.62846737200000002 0.61792071120000003 0.60737405040000003 0.59682738960000004 0.58628072880000004 0.57573406800000004 0.56518740720000005 0.55464074640000005 0.54409408560000005 0.53354742480000006 0.52300076400000006

Standard Deviation

Mean Return

Tech Stocks

Date BitCoin IBM META Microsoft Corporation (MSFT) BitCoin IBM META Microsoft Corporation (MSFT) BitCoin IBM META Microsoft Corporation (MSFT) Assumptions
1/1/18 9962.31 156.500961 186.889999 88.52227 BitCoin 1 -0.0250878209 0.2217576114 0.3727502975 BitCoin 30%
2/1/18 10538.02 148.977051 178.320007 87.366905 0.057788806 -0.048075807 -0.0458558085 -0.0130516874 IBM -0.0250878209 1 0.2960836539 0.3175400763 Microsoft Corporation (MSFT) 70%
3/1/18 6852.51 146.682602 159.789993 85.437111 -0.3497345801 -0.0154013587 -0.1039143858 -0.0220883869 META 0.2217576114 0.2960836539 1 0.5266784524
4/1/18 9272.7 138.585083 172 87.543304 0.3531829943 -0.0552043589 0.0764128389 0.0246519689 Microsoft Corporation (MSFT) 0.3727502975 0.3175400763 0.5266784524 1
5/1/18 7538.28 135.095596 191.779999 92.523308 -0.1870458443 -0.0251793838 0.1149999942 0.0568861783 Results
6/1/18 5899.64 133.556412 194.320007 92.70813 -0.217375847 -0.0113932952 0.0132443843 0.0019975723 BitCoin IBM META Microsoft Corporation (MSFT) Annualized Arithmetic Mean Return 52.30% 26.86%
7/1/18 7689.43 138.556412 172.580002 99.731033 0.3033727482 0.0374373639 -0.1118773375 0.0757528277 Annualized Variance 0.5805 0.0455
8/1/18 7044.6 140.038239 175.729996 105.606979 -0.0838592718 0.0106947559 0.0182523697 0.0589179298 Mean 0.043583397 0.0032451115 0.0156757577 0.0223849712 Annualized Standard Deviation 76.19% 21.34%
9/1/18 6561.3 144.560226 164.460007 107.93866 -0.0686057406 0.0322910873 -0.0641324148 0.0220788533 Standard Error 0.0261021439 0.0086019601 0.0135899363 0.0073094769 Annualized Covariance 0.060
10/1/18 6302.4 110.353729 151.789993 100.80378 -0.0394586439 -0.2366245401 -0.0770400916 -0.0661012468 Median 0.0085540396 0.0030096025 0.0132443843 0.0225434997 Correlation 0.37
11/1/18 3930.38 118.80497 140.610001 104.654358 -0.3763677329 0.0765831937 -0.0736543416 0.0381987461 Mode ERROR:#N/A ERROR:#N/A ERROR:#N/A ERROR:#N/A
12/1/18 3674.18 108.671127 131.089996 96.272575 -0.0651845369 -0.0852981403 -0.0677050347 -0.0800901478 Standard Deviation 0.2199405742 0.0724814045 0.1145108384 0.0615907472
1/1/19 3417.04 128.508606 166.690002 98.983376 -0.0699856839 0.1825459949 0.271569205 0.028157562 Sample Variance 0.0483738562 0.005253554 0.0131127321 0.0037934201 BitCoin Microsoft Corporation (MSFT) Mean Return Variance Standard Deviation
2/1/19 3802.53 132.05545 161.449997 106.187012 0.1128140145 0.0276000504 -0.0314356286 0.0727762205 Kurtosis -0.276000047 1.0963976755 1.0750583502 -0.2978644227 Portfolio 1 0% 100% 26.86% 0.04552104 21.34%
3/1/19 4092.97 134.894836 166.690002 112.266174 0.0763807255 0.0215014678 0.0324559003 0.0572495815 Skewness 0.3162604915 -0.1503122423 -0.2498047599 0.0808985316 Portfolio 2 10% 90% 29.41% 0.05342997 23.11%
4/1/19 5237.87 134.101334 193.399994 124.317169 0.2797235259 -0.0058823749 0.1602375168 0.1073430631 Range 1.0341905915 0.4191705351 0.5979115652 0.2836673853 Portfolio 3 20% 80% 31.95% 0.07146948 26.73%
5/1/19 8503.38 121.405357 177.470001 117.730042 0.6234423535 -0.0946745019 -0.0823681153 -0.0529864624 Minimum -0.410748238 -0.2366245401 -0.3263423601 -0.1073760683 Portfolio 4 30% 70% 34.49% 0.09963956 31.57%
6/1/19 11392.98 131.835571 193 127.987534 0.3398178136 0.0859123045 0.0875077417 0.0871272262 Maximum 0.6234423535 0.1825459949 0.271569205 0.176291317 Portfolio 5 40% 60% 37.04% 0.13794022 37.14%
7/1/19 10026.61 141.72084 194.229996 130.194565 -0.1199308697 0.0749818044 0.0063730363 0.0172441091 Sum 3.0944211848 0.2304029151 1.1129787945 1.5893329561 Portfolio 6 50% 50% 39.58% 0.18637145 43.17%
8/1/19 9626.18 129.569794 185.669998 131.713623 -0.0399367284 -0.0857393027 -0.0440714523 0.0116675992 Count 71 71 71 71 Portfolio 7 60% 40% 42.12% 0.24493327 49.49%
9/1/19 8240.9 139.024857 178.080002 133.273788 -0.1439075521 0.0729727409 -0.0408789577 0.0118451301 Portfolio 8 70% 30% 44.67% 0.31362565 56.00%
10/1/19 9189.42 127.848946 191.649994 137.434097 0.115099079 -0.0803878619 0.0762016613 0.0312162584 Portfolio 9 80% 20% 47.21% 0.39244862 62.65%
11/1/19 7710.34 128.537292 201.639999 145.112488 -0.1609546631 0.0053840569 0.0521262996 0.0558696216 BitCoin IBM META Microsoft Corporation (MSFT) Portfolio 10 90% 10% 49.76% 0.48140216 69.38%
12/1/19 7158.27 128.145309 205.25 151.685211 -0.0716012523 -0.0030495663 0.0179031989 0.045293986 BitCoin 0.0476925342 Portfolio 11 100% 0% 52.30% 0.58048627 76.19%
1/1/20 9354.29 137.40918 201.910004 163.737289 0.3067808283 0.0722919245 -0.0162728185 0.0794545356 IBM -0.0003943071 0.0051795603
2/1/20 8633.36 124.426384 192.470001 155.830841 -0.0770694516 -0.0944827413 -0.046753518 -0.0482874002 META 0.0055064307 0.0024228544 0.0129280457
3/1/20 6481.37 106.051628 166.800003 152.109146 -0.249264481 -0.1476757213 -0.1333714234 -0.0238829167 Microsoft Corporation (MSFT) 0.0049782708 0.0013975917 0.0036622443 0.0037399917
4/1/20 8826.56 120.038239 204.710007 172.845612 0.3618355379 0.131884925 0.2272781974 0.1363262272
5/1/20 9505.38 119.407265 225.089996 176.742157 0.0769065185 -0.0052564417 0.0995554116 0.0225434997
6/1/20 9147.09 115.458893 227.070007 196.8293 -0.0376933905 -0.0330664303 0.0087965304 0.1136522454
7/1/20 11345.63 117.533463 253.669998 198.28006 0.2403540361 0.0179680399 0.1171444496 0.0073706506
8/1/20 11678.6 117.887192 293.200012 218.126419 0.0293478635 0.0030096025 0.1558324371 0.100092561
9/1/20 10706.95 116.319313 261.899994 203.917175 -0.0831991848 -0.0132998248 -0.1067531266 -0.0651422421
10/1/20 13850.1 106.749519 263.109985 196.296799 0.2935616585 -0.0822717548 0.0046200497 -0.0373699567
11/1/20 19378.61 118.087952 276.970001 207.543106 0.399167515 0.1062153076 0.0526776511 0.0572923606
12/1/20 28996.28 120.34417 273.160004 216.203079 0.4963033984 0.0191062506 -0.0137559916 0.0417261415
1/1/21 32601.26 113.871895 258.329987 225.476456 0.1243256031 -0.0537813755 -0.0542905871 0.0428919747
2/1/21 45248.24 113.699806 257.619995 225.884705 0.3879291782 -0.0015112509 -0.0027483917 0.0018106059
3/1/21 58960.2 127.39962 294.529999 229.707809 0.303038527 0.1204910939 0.1432730561 0.0169250238
4/1/21 56814.44 135.640533 325.079987 245.695847 -0.0363933637 0.0646855383 0.1037245378 0.0696016303
5/1/21 36690.89 137.418732 328.730011 243.260086 -0.3541978061 0.0131096433 0.0112280797 -0.0099137248
6/1/21 34585 140.143402 347.709991 264.543945 -0.0573954461 0.0198275007 0.0577372901 0.0874942509
7/1/21 41540.22 134.761002 356.299988 278.225281 0.2011051034 -0.0384063746 0.0247044871 0.0517166855
8/1/21 47008.53 134.168259 379.380005 294.797089 0.1316389273 -0.0043984758 0.0647769233 0.0595625528
9/1/21 43436.35 132.820267 339.390015 275.832428 -0.0759900384 -0.0100470261 -0.1054087972 -0.0643312356
10/1/21 60975.98 119.598473 323.570007 324.45929 0.4038007337 -0.0995465097 -0.0466130626 0.176291317
11/1/21 57138.67 117.099998 324.459991 323.451538 -0.0629315019 -0.0208905259 0.0027505145 -0.0031059428
12/1/21 46333.65 133.660004 336.350006 329.65976 -0.1891017064 0.1414176455 0.0366455505 0.0191936697
1/1/22 38437.84 133.570007 313.26001 304.821625 -0.1704120008 -0.0006733278 -0.0686487159 -0.0753447585
2/1/22 41654.97 122.510002 211.029999 292.873016 0.0836969507 -0.0828030577 -0.3263423601 -0.039198692
3/1/22 45767.58 130.020004 222.360001 302.829346 0.0987303556 0.0613011336 0.0536890587 0.0339953818
4/1/22 38334.7 132.210007 200.470001 272.58667 -0.1624049163 0.0168435851 -0.0984439643 -0.0998670585
5/1/22 31788.28 138.839996 193.639999 267.03714 -0.1707700856 0.0501474068 -0.0340699455 -0.0203587725
6/1/22 18731.3 141.190002 161.25 252.852005 -0.410748238 0.0169260016 -0.167269155 -0.0531204573
7/1/22 23807.28 130.789993 159.100006 276.391693 0.2709891999 -0.0736596703 -0.0133332961 0.093096703
8/1/22 20196.67 128.449997 162.929993 257.420135 -0.1516599124 -0.0178912465 0.0240728275 -0.0686401165
9/1/22 19425.13 118.809998 135.679993 229.779373 -0.0382013471 -0.075048651 -0.1672497463 -0.1073760683
10/1/22 20405.66 138.289993 93.160004 229.019699 0.0504773971 0.1639592234 -0.3133843691 -0.0033061018
11/1/22 17104.5 148.899994 118.099998 251.721375 -0.1617766835 0.07672284 0.2677113882 0.0991254294
12/1/22 16539.5 140.889999 120.339996 237.273453 -0.033032243 -0.0537944615 0.0189669605 -0.0573964845
1/1/23 22950.56 134.729996 148.970001 245.178604 0.3876211494 -0.0437220743 0.2379093066 0.0333166264
2/1/23 23146.88 129.300003 174.940002 246.7715 0.0085540396 -0.0403027771 0.1743304076 0.0064968801
3/1/23 28395.3 131.089996 211.940002 285.953064 0.226744166 0.0138437197 0.2115010837 0.1587766983
4/1/23 29347.96 126.410004 240.320007 304.758789 0.0335499185 -0.0357006037 0.1339058447 0.065765076
5/1/23 27117.1 128.589996 264.720001 325.716766 -0.076014142 0.0172454073 0.1015312637 0.0687690651
6/1/23 30390.91 133.809998 286.980011 338.506256 0.1207286177 0.0405941532 0.0840888861 0.0392656791
7/1/23 29206.8 144.179993 318.600006 333.913818 -0.0389626372 0.0774979086 0.1101818726 -0.0135667744
8/1/23 26013.12 146.830002 295.890015 325.802582 -0.1093471383 0.0183798663 -0.071280573 -0.0242914056
9/1/23 27072.54 140.300003 300.209991 314.528778 0.0407263719 -0.0444731929 0.0145999384 -0.0346031757
10/1/23 34650.56 144.639999 301.269989 336.802307 0.2799153681 0.0309336843 0.0035308552 0.0708155519
11/1/23 37750.77 158.559998 327.149994 377.444519 0.0894707041 0.0962389318 0.0859030303 0.1206708243
12/1/23 42507.9 163.550003 353.959991 375.345886 0.1260141184 0.0314707686 0.0819501681 -0.0055601099

Efficient Frontier: Tech Stocks

0.2133566068501338 0.231149240627292 0.26733775925980285 0.31565734576758736 0.37140304074621089 0.4 3170760213544102 0.49490732984574026 0.56002290386738274 0.62645719479033746 0.69383150496399981 0.76189649820966265 0.26861965454543613 0.29405776545315898 0.31949587636088184 0.34493398726860469 0.37037209817632755 0.39581020908405035 0.4212483199917732 0.446686430899496 0.47212454180721891 0.49756265271494171 0.52300076362266457

Standard Deviation

Mean Return

Equity

Date BitCoin FXAIX US Equity IRLSX US Equity SWPPX US Equity BitCoin FXAIX US Equity IRLSX US Equity SWPPX US Equity BitCoin FXAIX US Equity IRLSX US Equity SWPPX US Equity Assumptions
1/1/18 9962.31 98.8 37.77 43.54 BitCoin 1 BitCoin 60%
2/1/18 10538.02 95.15 36.82 41.94 0.057788806 -0.0369433198 -0.0251522372 -0.0367478181 FXAIX US Equity 0.3775584272 1 SWPPX US Equity 40%
3/1/18 6852.51 92.73 35.49 40.87 -0.3497345801 -0.025433526 -0.036121673 -0.0255126371 IRLSX US Equity 0.3794700656 0.9211085857 1
4/1/18 9272.7 92.59 35.74 41.03 0.3531829943 -0.0015097595 0.0070442378 0.003914852 SWPPX US Equity 0.3823687615 0.9968851522 0.9194806364 1
5/1/18 7538.28 94.82 35.81 42.02 -0.1870458443 0.0240846744 0.0019585898 0.0241286863 Results
6/1/18 5899.64 95.4 36.2 42.27 -0.217375847 0.006116853 0.0108908126 0.0059495478 BitCoin FXAIX US Equity IRLSX US Equity SWPPX US Equity Annualized Arithmetic Mean Return 52.30% 10.46%
7/1/18 7689.43 98.49 37.31 43.84 0.3033727482 0.0323899371 0.0306629834 0.0371421812 Annualized Variance 0.5805 0.0335
8/1/18 7044.6 101.7 39.29 45.27 -0.0838592718 0.0325921413 0.0530688823 0.0326186131 Mean 0.043583397 0.0086331957 0.0091076035 0.0087127754 Annualized Standard Deviation 76.19% 18.31%
9/1/18 6561.3 102.28 39.6 45.53 -0.0686057406 0.0057030482 0.0078900484 0.0057433179 Standard Error 0.0261021439 0.0061692994 0.0072549056 0.0062741282 Annualized Covariance 0.053
10/1/18 6302.4 94.86 36.18 42.41 -0.0394586439 -0.0725459523 -0.0863636364 -0.0685262464 Median 0.0085540396 0.0194644696 0.0165993072 0.0194379391 Correlation 0.38
11/1/18 3930.38 96.79 36.39 43.28 -0.3763677329 0.0203457727 0.0058043118 0.0205140297 Mode ERROR:#N/A ERROR:#N/A ERROR:#N/A ERROR:#N/A
12/1/18 3674.18 87.1 33.29 38.31 -0.0651845369 -0.1001136481 -0.0851882385 -0.1148336414 Standard Deviation 0.2199405742 0.0519834407 0.0611309208 0.0528667439
1/1/19 3417.04 94.08 36 41.37 -0.0699856839 0.0801377727 0.0814058276 0.0798747063 Sample Variance 0.0483738562 0.0027022781 0.0037369895 0.0027948926 BitCoin RIPPLE Mean Return Variance Standard Deviation
2/1/19 3802.53 97.1 37.04 42.7 0.1128140145 0.0321003401 0.0288888889 0.0321489002 Kurtosis -0.276000047 -0.118230012 -0.412285488 -0.0060974864 Portfolio 1 0% 100% 10.46% 0.03353871 18.31%
3/1/19 4092.97 98.99 38.23 43.53 0.0763807255 0.0194644696 0.0321274298 0.0194379391 Skewness 0.3162604915 -0.3836061342 -0.2580046549 -0.3820635454 Portfolio 2 10% 90% 14.64% 0.04243934 20.60%
4/1/19 5237.87 102.41 39.93 45.3 0.2797235259 0.0345489443 0.0444676955 0.0406616127 Range 1.0341905915 0.2452857911 0.2679442737 0.2517723257 Portfolio 3 20% 80% 18.82% 0.06151644 24.80%
5/1/19 8503.38 95.9 35.32 42.42 0.6234423535 -0.0635680109 -0.1154520411 -0.0635761589 Minimum -0.410748238 -0.123491631 -0.1228999546 -0.1235930258 Portfolio 4 30% 70% 23.01% 0.09077001 30.13%
6/1/19 11392.98 102.66 37.71 45.4 0.3398178136 0.0704900938 0.0676670442 0.0702498821 Maximum 0.6234423535 0.1217941601 0.1450443191 0.1281792999 Portfolio 5 40% 60% 27.19% 0.13020006 36.08%
7/1/19 10026.61 103.66 38.54 46.06 -0.1199308697 0.0097408923 0.0220100769 0.0145374449 Sum 3.0944211848 0.6129568935 0.6466398462 0.6186070547 Portfolio 6 50% 50% 31.38% 0.17980658 42.40%
8/1/19 9626.18 102.02 38.33 45.33 -0.0399367284 -0.0158209531 -0.0054488843 -0.0158488927 Count 71 71 71 71 Portfolio 7 60% 40% 35.56% 0.23958957 48.95%
9/1/19 8240.9 103.92 38.44 46.17 -0.1439075521 0.0186237993 0.0028698148 0.0185307743 Portfolio 8 70% 30% 39.75% 0.30954904 55.64%
10/1/19 9189.42 105.66 39.6 47.17 0.115099079 0.016743649 0.0301768991 0.021659086 Portfolio 9 80% 20% 43.93% 0.38968498 62.42%
11/1/19 7710.34 109.49 41.27 48.88 -0.1609546631 0.0362483437 0.0421717172 0.036251855 BitCoin FXAIX US Equity IRLSX US Equity SWPPX US Equity Portfolio 10 90% 10% 48.12% 0.47999739 69.28%
12/1/19 7158.27 112.02 42.68 49.39 -0.0716012523 0.0231071331 0.0341652532 0.0104337152 BitCoin 0.0476925342 Portfolio 11 100% 0% 52.30% 0.58048627 76.19%
1/1/20 9354.29 111.98 43.75 49.37 0.3067808283 -0.0003570791 0.0250702905 -0.0004049403 FXAIX US Equity 0.0042559276 0.0026642179
2/1/20 8633.36 102.76 40.75 45.31 -0.0770694516 -0.0823361315 -0.0685714286 -0.0822361758 IRLSX US Equity 0.0050301798 0.0028858681 0.0036843558
3/1/20 6481.37 90.07 37.23 39.71 -0.249264481 -0.123491631 -0.0863803681 -0.1235930258 SWPPX US Equity 0.004383389 0.0027010486 0.0029297177 0.0027555279
4/1/20 8826.56 101.04 42.63 44.8 0.3618355379 0.1217941601 0.1450443191 0.1281792999
5/1/20 9505.38 105.85 42.71 46.93 0.0769065185 0.0476049089 0.0018766127 0.0475446429
6/1/20 9147.09 107.95 44.73 47.87 -0.0376933905 0.0198393954 0.0472957153 0.0200298317
7/1/20 11345.63 113.53 48.11 50.57 0.2403540361 0.0516905975 0.0755644981 0.0564027575
8/1/20 11678.6 121.69 53.79 54.2 0.0293478635 0.0718752753 0.1180627728 0.0717816887
9/1/20 10706.95 117.07 50.9 52.14 -0.0831991848 -0.0379653217 -0.0537274586 -0.0380073801
10/1/20 13850.1 113.51 48.78 50.75 0.2935616585 -0.0304091569 -0.0416502947 -0.026658995
11/1/20 19378.61 125.93 53.41 56.31 0.399167515 0.1094176725 0.0949159492 0.1095566502
12/1/20 28996.28 130.17 55.81 57.42 0.4963033984 0.0336694989 0.0449354054 0.0197123069
1/1/21 32601.26 128.85 55.32 56.84 0.1243256031 -0.0101405854 -0.0087797886 -0.0101010101
2/1/21 45248.24 132.41 55.06 58.41 0.3879291782 0.027629026 -0.0046999277 0.0276213934
3/1/21 58960.2 138.21 56.44 60.96 0.303038527 0.0438033381 0.025063567 0.0436569081
4/1/21 56814.44 145.16 60.4 64.21 -0.0363933637 0.050285797 0.070163005 0.0533136483
5/1/21 36690.89 146.18 59.06 64.66 -0.3541978061 0.0070267291 -0.0221854305 0.0070082542
6/1/21 34585 149.59 62.66 66.17 -0.0573954461 0.0233274046 0.0609549611 0.023352923
7/1/21 41540.22 152.64 65.04 67.74 0.2011051034 0.0203890634 0.0379827641 0.0237267644
8/1/21 47008.53 157.27 67.5 69.8 0.1316389273 0.0303328092 0.0378228782 0.0304103927
9/1/21 43436.35 149.96 63.57 66.55 -0.0759900384 -0.0464805748 -0.0582222222 -0.0465616046
10/1/21 60975.98 159.9 69.28 71.21 0.4038007337 0.0662843425 0.0898222432 0.0700225394
11/1/21 57138.67 158.8 70.43 70.71 -0.0629315019 -0.0068792996 0.0165993072 -0.0070214857
12/1/21 46333.65 165.32 72.15 72.94 -0.1891017064 0.0410579345 0.0244214113 0.0315372649
1/1/22 38437.84 156.76 66.59 69.17 -0.1704120008 -0.0517783692 -0.0770616771 -0.0516863175
2/1/22 41654.97 152.07 63.33 67.1 0.0836969507 -0.0299183465 -0.0489562997 -0.0299262686
3/1/22 45767.58 157.71 66.07 69.59 0.0987303556 0.0370881831 0.043265435 0.0371087928
4/1/22 38334.7 143.53 57.95 63.52 -0.1624049163 -0.0899118635 -0.1228999546 -0.087225176
5/1/22 31788.28 143.79 51.48 63.63 -0.1707700856 0.001811468 -0.1116479724 0.001731738
6/1/22 18731.3 131.92 47.33 58.38 -0.410748238 -0.0825509423 -0.0806138306 -0.0825082508
7/1/22 23807.28 143.46 52.95 63.76 0.2709891999 0.0874772589 0.1187407564 0.0921548476
8/1/22 20196.67 137.61 50.29 61.16 -0.1516599124 -0.0407779172 -0.0502360718 -0.0407779172
9/1/22 19425.13 124.93 45.24 55.53 -0.0382013471 -0.0921444662 -0.100417578 -0.0920536298
10/1/22 20405.66 134.43 47.65 60.02 0.0504773971 0.0760425838 0.0532714412 0.0808571943
11/1/22 17104.5 141.94 49.7 63.37 -0.1617766835 0.0558655062 0.0430220357 0.0558147284
12/1/22 16539.5 133.12 45.68 58.76 -0.033032243 -0.0621389319 -0.0808853119 -0.0727473568
1/1/23 22950.56 141.48 49.42 62.45 0.3876211494 0.0628004808 0.0818739054 0.0627978216
2/1/23 23146.88 138.03 48.78 60.92 0.0085540396 -0.0243850721 -0.0129502226 -0.0244995997
3/1/23 28395.3 143.1 52.71 63.16 0.226744166 0.0367311454 0.0805658057 0.0367695338
4/1/23 29347.96 144.78 53.48 64.14 0.0335499185 0.0117400419 0.0146082337 0.0155161495
5/1/23 27117.1 145.41 53.5 64.42 -0.076014142 0.0043514298 0.0003739716 0.0043654506
6/1/23 30390.91 155.01 57.07 68.67 0.1207286177 0.0660202187 0.066728972 0.0659733002
7/1/23 29206.8 159.36 58.99 70.88 -0.0389626372 0.0280627056 0.0336428947 0.0321829037
8/1/23 26013.12 156.84 58.64 69.75 -0.1093471383 -0.015813253 -0.005933209 -0.0159424379
9/1/23 27072.54 149.36 55.37 66.42 0.0407263719 -0.0476919153 -0.0557639836 -0.0477419355
10/1/23 34650.56 145.68 54.86 65.03 0.2799153681 -0.0246384574 -0.009210764 -0.0209274315
11/1/23 37750.77 158.98 60.74 70.96 0.0894707041 0.0912959912 0.1071819176 0.0911886821
12/1/23 42507.9 165.49 63.11 73.1 0.1260141184 0.040948547 0.0390187685 0.0301578354
168.27 64.93 74.32
177.25 69.26 78.29
182.95 70.38 80.81

Efficient Frontier: Equity

0.18313577306868212 0.20600810466786038 0.24802507935480048 0.30128062297100466 0.36083245496403027 0.42403606 016667011 0.48947887909153492 0.55637131380083726 0.62424752907237424 0.69281843889592765 0.76189649820966265 0.10455330501466426 0.14639805087546429 0.18824279673626432 0.23008754259706435 0.27193228845786438 0.31377703431866444 0.35562178017946444 0.39746652604026445 0.43931127190106456 0.48115601776186451 0.52300076362266457

Standard Deviation

Mean Return